How To Add A Chart To A Salesforce Report

How To Add A Chart To A Salesforce Report

  1. Open Salesforce: Log in to your Salesforce account.
  2. Navigate to Reports: Click on the "Reports" tab in the main menu.
  3. Select a Report: Choose the report you want to add a chart to.
  4. Edit the Report: Click on the "Edit" button to modify the report.
  5. Click on Chart: Find and click the "Add Chart" button.
  6. Choose Chart Type: Select the type of chart you want (e.g., bar, line, pie).
  7. Configure Chart Settings: Adjust the chart settings like title, axes, and data series.
  8. Preview the Chart: Click on "Preview" to see how the chart looks.
  9. Save Changes: Click "Save" to apply the chart to your report.
  10. Run the Report: Click "Run" to view the report with the new chart.